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Portfolio (Quarterly) Guide ↗

GGM Financial LLC

· CIK 0002021722
13F Portfolio $217M AUM 236 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 72 Added 30 Reduced 11 Exited
Page 5 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CSCO Cisco Systems Inc Technology 2,080.0 $161K 0.07% $77.58 +53.7%
82 XSW SPDR S&P Software & Services ETF 1,114.0 $159K 0.07% NEW $142.29 +18.8%
83 WM Waste Management Inc Industrials 677.0 $156K 0.07% NEW $229.72 -6.3%
84 GPIX Goldman Sachs S&P 500 Premium Income ETF 3,089.0 $155K 0.07% +24.0 +0.8% $50.04 +11.9%
85 HD The Home Depot Inc Consumer Cyclical 470.0 $155K 0.07% -44.0 -8.6% $328.76 -2.6%
86 SPSM State Street SPDR Portfolio S&P 600 Small-Cap ETF 3,175.0 $153K 0.07% -194.0 -5.8% $48.32 +12.6%
87 MS Morgan Stanley Financial Services 891.0 $147K 0.07% +6.0 +0.7% $164.49 +23.7%
88 TJX TJX Companies Inc Consumer Cyclical 917.0 $146K 0.07% +682.0 +290.2% $159.68 -3.0%
89 QCOM Qualcomm Inc Technology 1,101.0 $142K 0.07% $128.83 +89.7%
90 JMST JPMorgan Ultra-Short Municipal Income ETF 2,584.0 $132K 0.06% +16.0 +0.6% $50.99 -0.1%
91 CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 1,349.0 $131K 0.06% +9.0 +0.7% $96.79 +0.3%
92 PYLD PIMCO Multisector Bond Active Exchange-Traded Fund 4,833.0 $127K 0.06% +3K +139.6% $26.20 +1.0%
93 REGN Regeneron Pharmaceuticals Inc Healthcare 159.0 $123K 0.06% -105.0 -39.8% $774.18 -19.5%
94 MCK McKesson Corp Healthcare 142.0 $123K 0.06% +109.0 +330.3% $865.36 -12.7%
95 SPY State Street SPDR S&P 500 ETF Trust Financial Services 188.0 $122K 0.06% +1.0 +0.5% $649.03 +16.3%
96 D Dominion Energy Inc Utilities 1,834.0 $113K 0.05% +20.0 +1.1% $61.81 +10.0%
97 ORCL Oracle Corp Technology 765.0 $112K 0.05% $147.03 +38.2%
98 DFEB FT CBOE Vest U.S. Equity Deep Buffer ETF Feb 2,370.0 $112K 0.05% $47.37 +6.5%
99 SPMD State Street SPDR Portfolio S&P 400 Mid-Cap ETF 1,892.0 $112K 0.05% -196.0 -9.4% $59.23 +10.4%
100 GE GE Aerospace Industrials 380.0 $108K 0.05% $283.79 +13.0%
Page 5 of 12  ·  236 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.3%
Technology 25.3%
Healthcare 11.6%
Industrials 11.6%
Consumer Cyclical 8.0%
Consumer Defensive 7.0%
Utilities 4.1%
Communication Services 2.6%
Energy 1.9%
Basic Materials 0.5%